Total Wealth Planning & Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Total Wealth Planning & Management, Inc. opened 16 positions, added to 14, reduced 4, sold out of 15 and left 2 unchanged. The largest increase in value was XLK (+$1,738,876); the largest decrease was EWY (-$716,533).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 2,667; Shares 2026-06-30 2,706.
- CHI: Country of operation —; Class SH BEN INT; Shares 2026-03-31 71,436; Shares 2026-06-30 77,082.
- SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2026-03-31 735; Shares 2026-06-30 762.
- ITA: Country of operation —; Class US AER DEF ETF; Shares 2026-03-31 6,854; Shares 2026-06-30 6,926.
Two Form 13F-HR filings compared (SEC CIK 2058383): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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